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CIK 0001934226 • 7 13F filings • Apr 11, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $444K | 0.3%Prev: 0.3% | 1,420 SH | Increased-34 SH |
| AMAZON COM INC | COM | $282K | 0.2%Prev: 0.2% | 1,224 SH | Increased+74 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $34.9M | 24.2%Prev: 24.2% | 444,183 SH | Increased+16,422 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $3.0M | 2.1%Prev: 1.9% | 36,270 SH | Increased+4,198 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $6.3M | 4.4%Prev: 4.3% | 84,487 SH | Increased+3,093 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $3.8M | 2.6%Prev: 2.6% | 59,629 SH | Increased+1,378 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $575K | 0.4%Prev: 0.4% | 7,470 SH | Increased+50 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $4.1M | 2.9%Prev: 2.8% | 70,186 SH | Increased+4,827 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $988K | 0.7%Prev: 0.7% | 12,001 SH | Decreased-824 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $6.2M | 4.3%Prev: 4.1% | 55,212 SH | Increased+4,136 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $8.5M | 5.9%Prev: 5.6% | 112,046 SH | Increased+6,442 SH |
| AMERICAN ELEC PWR CO INC | COM | $203K | 0.1% | 1,761 SH | New |
| APPLE INC | COM | $566K | 0.4%Prev: 0.4% | 2,082 SH | Increased+93 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $694K | 0.5%Prev: 0.1% | 1,380 SH | Increased+981 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $748K | 0.5%Prev: 0.5% | 22,616 SH | Increased-103 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.4M | 1.0%Prev: 0.9% | 52,353 SH | Increased+5,480 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $12.0M | 8.3%Prev: 8.2% | 348,852 SH | Increased+11,974 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $6.8M | 4.7%Prev: 4.5% | 91,434 SH | Increased+7,653 SH |
| GALLAGHER ARTHUR J & CO | COM | $335K | 0.2%Prev: 0.3% | 1,295 SH | Decreased |
| GE VERNOVA INC | COM | $263K | 0.2%Prev: 0.2% | 403 SH | Increased+1 SH |
| ISHARES INC | EMNG MKTS EQT | $237K | 0.2%Prev: 0.2% | 4,088 SH | Decreased-200 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $394K | 0.3%Prev: 0.2% | 3,926 SH | Increased+1,690 SH |
| ISHARES TR | CORE S&P500 ETF | $248K | 0.2%Prev: 0.2% | 363 SH | Increased |
| ISHARES TR | CORE UNIVRSL USD | $466K | 0.3% | 10,014 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $255K | 0.2%Prev: 0.3% | 2,235 SH | Decreased-1,506 SH |
| ISHARES TR | EAFE VALUE ETF | $2.9M | 2.0%Prev: 2.1% | 40,683 SH | Increased-648 SH |
| ISHARES TR | ESG AWR MSCI USA | $3.8M | 2.7%Prev: 2.8% | 25,785 SH | Increased-14 SH |
| ISHARES TR | ESG MSCI LEADR | $310K | 0.2%Prev: 0.2% | 2,558 SH | Increased-2 SH |
| ISHARES TR | EUROPE ETF | $1.6M | 1.1%Prev: 1.2% | 23,223 SH | Increased-920 SH |
| ISHARES TR | EXPND TEC SC ETF | $767K | 0.5%Prev: 0.6% | 5,941 SH | Increased-4 SH |
| ISHARES TR | MSCI INTL VLU FT | $270K | 0.2%Prev: 0.3% | 7,091 SH | Decreased-3,062 SH |
| ISHARES TR | MSCI USA MIN VOL | $260K | 0.2%Prev: 0.2% | 2,763 SH | Decreased-125 SH |
| ISHARES TR | MSCI USA QLT FCT | $3.1M | 2.1%Prev: 2.3% | 15,569 SH | Decreased-632 SH |
| ISHARES TR | RUS 1000 ETF | $436K | 0.3%Prev: 0.4% | 1,167 SH | Decreased-348 SH |
| ISHARES TR | S&P 100 ETF | $4.8M | 3.4%Prev: 3.5% | 14,137 SH | Increased-2 SH |
| ISHARES TR | U.S. TECH ETF | $1.9M | 1.3%Prev: 1.4% | 9,340 SH | Decreased-410 SH |
| ISHARES TR | ULTRA SHORT DUR | $202K | 0.1% | 3,990 SH | New |
| ISHARES TR | US INFRASTRUC | $249K | 0.2%Prev: 0.2% | 4,724 SH | Decreased-18 SH |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $714K | 0.5%Prev: 0.3% | 14,968 SH | Increased+5,946 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $6.0M | 4.2%Prev: 4.1% | 119,203 SH | Increased+9,482 SH |
| JOHNSON & JOHNSON | COM | $205K | 0.1% | 990 SH | New |
| MICROSOFT CORP | COM | $360K | 0.2%Prev: 0.3% | 744 SH | Increased+55 SH |
| NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | $897K | 0.6%Prev: 0.6% | 20,761 SH | Increased+950 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $2.2M | 1.5%Prev: 1.7% | 43,781 SH | Decreased-1,681 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $488K | 0.3%Prev: 0.5% | 20,888 SH | Decreased-6,576 SH |
| SOUTHERN CO | COM | $262K | 0.2%Prev: 0.2% | 3,002 SH | Decreased+100 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $16.8M | 11.7% | 211,571 SH | New |
| TIMOTHY PLAN | INTL ETF | $761K | 0.5%Prev: 0.6% | 21,940 SH | Increased-616 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.8%Prev: 0.8% | 3,354 SH | Decreased-84 SH |
| 13F-HR |
| 0001934226-25-000008 |
| $135.5M |
| View |
| Jul 6, 2026 | Q2 2026 | 13F-HR | 0001934226-26-000003 | $170.9M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001934226-25-000005 | $122.6M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001934226-26-000002 | $139.6M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001934226-25-000003 | $117.6M | View |